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Virtus Terranova U.S. Quality Momentum ETF (JOET) Institutional Ownership

$40.38 -0.73 (-1.78%)
As of 08/1/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Terranova U.S. Quality Momentum ETF (NASDAQ:JOET)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$29.43M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.17M
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JOET Institutional Buying and Selling by Quarter

Virtus Terranova U.S. Quality Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 Bleakley Financial Group LLC22,510$921K0.0%N/A0.446%
7/29/2025 Empirical Asset Management LLC63,496$2.60M0.8%+1.1%1.257%
7/28/2025 Ritholtz Wealth Management12,250$501K0.0%+36.1%0.243%
7/25/2025 Total Clarity Wealth Management Inc.45,430$1.86M0.5%-29.5%0.900%
7/21/2025 Grassi Investment Management11,855$485K0.0%-21.0%0.235%
7/18/2025 Institute for Wealth Management LLC.39,272$1.61M0.2%-2.7%0.785%
7/15/2025 Palumbo Wealth Management LLC35,231$1.44M0.4%-3.0%0.726%
7/15/2025 DKM Wealth Management Inc.14,892$609K0.5%-5.4%0.307%
7/11/2025 Wealth Management Partners LLC27,965$1.15M0.4%N/A0.577%
7/9/2025 Triumph Capital Management7,062$289K0.1%N/A0.146%
5/29/2025Apeiron RIA LLC47,637$1.74M0.5%+40.6%0.982%
5/16/2025NewEdge Advisors LLC123,478$4.52M0.0%+119.2%2.627%
5/15/2025Royal Bank of Canada31,912$1.17M0.0%+123.8%0.679%
5/14/2025Comerica Bank6,446$236K0.0%+87.4%0.137%
5/13/2025Raymond James Financial Inc.116,051$4.24M0.0%+264.7%2.469%
5/7/2025LPL Financial LLC135,436$4.95M0.0%-1.7%2.913%
5/6/2025Cetera Investment Advisers6,603$241K0.0%+6.1%0.142%
4/22/2025 Palumbo Wealth Management LLC36,306$1.33M0.4%-6.5%0.825%
4/22/2025 Cambridge Investment Research Advisors Inc.11,295$413K0.0%+85.0%0.257%
4/17/2025 Ritholtz Wealth Management9,000$329K0.0%+23.8%0.205%
4/11/2025 DKM Wealth Management Inc.15,742$576K0.6%+9.9%0.350%
4/11/2025 Armstrong Fleming & Moore Inc12,856$470K0.6%N/A0.286%
2/17/2025Cetera Investment Advisers6,222$235K0.0%N/A0.146%
2/17/2025Bank of America Corp DE83,492$3.15M0.0%+779.0%1.965%
2/13/2025NewEdge Advisors LLC56,320$2.13M0.0%-1.4%1.325%
2/13/2025Main Street Financial Solutions LLC64,466$2.44M0.2%+32.6%1.517%
2/13/2025Raymond James Financial Inc.31,825$1.20M0.0%N/A0.749%
2/13/2025Wells Fargo & Company MN264,013$9.97M0.0%+33.8%6.212%
2/12/2025 DKM Wealth Management Inc.14,319$541K0.5%N/A0.337%
2/12/2025Orion Portfolio Solutions LLC17,992$680K0.0%+16.9%0.423%
2/11/2025LPL Financial LLC137,723$5.20M0.0%+19.1%3.241%
2/6/2025Raymond James Financial Inc.31,825$1.20M0.0%N/A0.767%
1/31/2025 Atria Wealth Solutions Inc.5,336$202K0.0%N/A0.129%
1/30/2025 Palumbo Wealth Management LLC38,844$1.47M0.5%-1.1%0.914%
1/24/2025 Total Clarity Wealth Management Inc.64,408$2.43M0.8%-39.2%1.515%
1/23/2025 Institute for Wealth Management LLC.40,372$1.53M0.2%-0.7%0.950%
1/17/2025Apeiron RIA LLC33,875$1.28M0.4%N/A0.858%
1/15/2025 Empirical Asset Management LLC61,481$2.32M0.1%-4.9%1.556%
11/15/2024Orion Portfolio Solutions LLC15,386$566K0.0%+14.3%0.446%
11/6/2024Main Street Financial Solutions LLC48,627$1.79M0.2%+52.5%1.216%
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11/5/2024 Harbour Investments Inc.12,136$446K0.0%-9.1%0.303%
10/31/2024 Financial Enhancement Group LLC149,141$5.49M1.0%N/A4.519%
10/28/2024 Palumbo Wealth Management LLC39,277$1.45M0.6%-1.0%1.190%
10/23/2024 Grassi Investment Management15,050$554K0.0%-2.6%0.449%
10/11/2024 Empirical Asset Management LLC64,636$2.38M0.3%+179.3%1.959%
8/16/2024NewEdge Advisors LLC129,338$4.44M0.0%-3.3%3.919%
8/9/2024 Total Clarity Wealth Management Inc.97,946$3.36M1.2%+1.5%2.968%
8/8/2024Main Street Financial Solutions LLC31,892$1.10M0.1%+7.6%0.966%
8/1/2024 Ritholtz Wealth Management7,000$240K0.0%N/A0.219%
5/17/2024Comerica Bank2,000$69K0.0%N/A0.063%
5/2/2024 Mutual Advisors LLC89,289$3.07M0.1%+298.2%2.790%
4/11/2024 DHJJ Financial Advisors Ltd.2,625$90K0.0%+123.4%0.085%
2/9/2024Milestone Investment Advisors LLC4,245$130K0.0%-94.4%0.157%
2/8/2024Main Street Financial Solutions LLC12,150$373K0.0%N/A0.450%
1/24/2024 Total Clarity Wealth Management Inc.60,061$1.84M0.8%+0.6%2.224%
1/22/2024Zimmermann Investment Management & Planning LLC15,549$477K0.2%-71.5%0.576%
1/22/2024 Palumbo Wealth Management LLC51,744$1.59M0.8%-15.3%1.916%
1/16/2024Raymond James & Associates27,043$830K0.0%-11.5%1.002%
1/12/2024 Mutual Advisors LLC22,425$688K0.0%-12.3%0.815%
11/14/2023 Mutual Advisors LLC25,568$713K0.0%-4.1%0.812%
11/8/2023Milestone Investment Advisors LLC75,327$2.10M0.6%-2.8%2.391%
10/31/2023Zimmermann Investment Management & Planning LLC54,624$1.52M0.7%-84.2%1.734%
10/25/2023 Total Clarity Wealth Management Inc.59,676$1.66M0.8%+6.1%1.865%
10/16/2023 Palumbo Wealth Management LLC61,093$1.70M0.9%+63.1%1.880%
10/10/2023 DHJJ Financial Advisors Ltd.1,152$32K0.0%N/A0.035%
8/2/2023Milestone Investment Advisors LLC77,459$2.23M0.7%-1.8%2.278%
7/31/2023LPL Financial LLC44,014$1.27M0.0%-32.4%1.295%
7/31/2023 Mutual Advisors LLC26,660$767K0.0%N/A0.784%
7/26/2023 Palumbo Wealth Management LLC37,462$1.08M0.7%-1.2%1.070%
7/26/2023 Institute for Wealth Management LLC.42,395$1.22M0.2%-1.2%1.211%
7/25/2023Raymond James & Associates30,859$888K0.0%-7.0%0.882%
7/18/2023Cutler Group LLC CA1,000$28K0.0%N/A0.028%
7/13/2023Zimmermann Investment Management & Planning LLC345,267$9.93M4.6%+18.4%9.726%
7/11/2023 Grassi Investment Management15,187$437K0.0%-7.9%0.428%
5/17/2023 Financial Enhancement Group LLC149,141$4.00M0.8%-10.8%3.824%
5/11/2023 Cambridge Investment Research Advisors Inc.86,603$2.38M0.0%-2.9%2.221%
5/4/2023 Palumbo Wealth Management LLC37,911$1.04M0.7%+5.6%0.972%
5/4/2023 Total Clarity Wealth Management Inc.51,328$1.41M0.8%-1.5%1.316%
4/27/2023 DAVENPORT & Co LLC7,500$206K0.0%-21.1%0.190%
4/25/2023Zimmermann Investment Management & Planning LLC291,660$8.02M4.2%+119.1%7.384%
4/24/2023Ahrens Investment Partners LLC188,978$5.20M2.6%-24.6%4.784%
4/20/2023 Institute for Wealth Management LLC.42,895$1.18M0.2%+39.1%1.086%
4/14/2023Raymond James & Associates33,192$913K0.0%N/A0.830%
4/11/2023 Grassi Investment Management16,487$454K0.1%-5.3%0.412%
3/15/2023Milestone Investment Advisors LLC75,808$2.03M0.7%N/A1.895%
2/9/2023 Financial Enhancement Group LLC167,202$4.68M0.9%N/A4.180%
2/9/2023Ahrens Investment Partners LLC250,556$6.70M3.0%-1.7%6.264%
2/8/2023 Cambridge Investment Research Advisors Inc.89,169$2.38M0.0%N/A2.229%
2/7/2023LPL Financial LLC48,156$1.29M0.0%+53.7%1.204%
2/3/2023 Total Clarity Wealth Management Inc.52,134$1.39M0.7%N/A1.303%
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2/2/2023 Institute for Wealth Management LLC.30,832$824K0.2%N/A0.771%
1/20/2023Zimmermann Investment Management & Planning LLC133,142$3.56M2.1%+477.6%3.414%
11/14/2022 Palumbo Wealth Management LLC23,483$577K0.5%+11.8%0.712%
11/8/2022Ahrens Investment Partners LLC254,890$6.26M3.3%+103.9%7.724%
11/3/2022 Mutual Advisors LLC22,634$556K0.0%N/A0.686%
11/1/2022Zimmermann Investment Management & Planning LLC23,051$566K0.4%N/A0.688%
10/12/2022 Grassi Investment Management17,387$427K0.1%-40.5%0.535%
10/11/2022 DAVENPORT & Co LLC9,500$233K0.0%N/A0.292%
8/12/2022 Palumbo Wealth Management LLC21,007$527K0.4%+85.2%0.656%
8/8/2022 Oppenheimer & Co. Inc.9,487$238K0.0%-12.1%0.296%
(Data available from 1/1/2016 forward)

JOET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JOET shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Virtus Terranova U.S. Quality Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($9.97M), Financial Enhancement Group LLC ($5.49M), LPL Financial LLC ($4.95M), NewEdge Advisors LLC ($4.52M), Raymond James Financial Inc. ($4.24M), Bank of America Corp DE ($3.15M), and Mutual Advisors LLC ($3.07M).Learn more on Virtus Terranova U.S. Quality Momentum ETF's institutional investors.

Which institutional investors have been buying Virtus Terranova U.S. Quality Momentum ETF's stock?

Of the 25 institutional investors that purchased Virtus Terranova U.S. Quality Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Enhancement Group LLC ($149.14K), Raymond James Financial Inc. ($147.88K), Bank of America Corp DE ($73.99K), NewEdge Advisors LLC ($67.16K), Mutual Advisors LLC ($66.86K), Wells Fargo & Company MN ($66.65K), and Apeiron RIA LLC ($47.64K).

How much institutional buying is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have bought a total of 786,402 shares in the last 24 months. This purchase volume represents approximately $29.43M in transactions.

Which of Virtus Terranova U.S. Quality Momentum ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Virtus Terranova U.S. Quality Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Total Clarity Wealth Management Inc. ($60.53K), NewEdge Advisors LLC ($5.17K), Palumbo Wealth Management LLC ($4.44K), Grassi Investment Management ($3.55K), Empirical Asset Management LLC ($3.16K), LPL Financial LLC ($2.29K), and Institute for Wealth Management LLC. ($1.37K).

How much institutional selling is happening at Virtus Terranova U.S. Quality Momentum ETF?

Institutional investors have sold a total of 82,547 shares in the last 24 months. This volume of shares sold represents approximately $3.17M in transactions.


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This page (NASDAQ:JOET) was last updated on 8/2/2025 by MarketBeat.com Staff
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